Frederick Conner Tucker

David Wilkins Sr. is a financial advisor with Secure Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with Secure Retirement Advisors since 2011 and previously at Kalos Management. Outside of his advisory work, Mr. Wilkins owns Cowboytown Arena, LLC and Cowboytown Farms, where he is involved in horse breeding and hay raising. Secure Retirement Advisors, LLC provides personalized financial planning and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and occasional corporate clients. The firm delivers advice through written plans and consultation, referring clients to a single third-party money manager for portfolio management rather than managing assets directly.

Trevor Buggs is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Root Financial Partners. His prior experience includes roles at Bank of America and Merrill. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement plans. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives, risk tolerance, and tax considerations, and offers educational programming alongside its advisory services.

Joshua Nolan is a CFP® professional with three years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. Prior to his current role, he held positions at OneAmerica Securities, American United Life, and Axio Wealth Management. Outside of his advisory work, he is involved in managing accounting and payroll activities through a family-owned business entity. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using a combination of fundamental and technical analysis alongside digital advice and multiple custodial platforms.

Keanelyn Waldriff is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Empower Advisory Group in 2025, Waldriff worked at The Vanguard Group and LPL Financial LLC. She is also the owner of Cubbi LLC, a digital marketing service based in Arizona City. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail account holders, through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning services and serves a large client base relative to its advisor headcount.

Ginger Fargas is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She previously worked at Mass Mutual Investors Services and Massmutual Life Insurance Co from 2010 to 2023. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through a variety of platforms and proprietary strategies.

Alexis Searles is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 and Series 63 licenses. Prior to joining Fidelity, she worked at Yankee Candle, AAA Northern New England, and The Walt Disney Company. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including specialized fund advisory and model portfolio delivery. The firm’s investment process combines proprietary research, quantitative analysis, and algorithmic portfolio construction across a broad range of mutual funds, ETFs, and ETPs.